Pension or commuted value: 7 criteria to make the decision
Help clients who have changed employers
Top Stories in Practice
Canadian consumer insolvencies on the rise
Data from May show an 8.6% year-over-year increase
- By: Staff
- July 4, 2019 July 4, 2019
- 10:55
Presenting an impactful financial plan
Five steps for success
- By: Charles-Antoine Gohier
- July 3, 2019 July 3, 2019
- 16:39
Robo-advisor Smart Money for Her targets women
The platform incorporates assumptions such as longer life expectancy and different career paths
- By: Staff
- June 25, 2019 June 25, 2019
- 12:09
Retirees want more than investment tips from advisors: survey
Plus, how a financial plan impacts a client's retirement outlook
- By: Staff
- June 24, 2019 June 24, 2019
- 13:03
Senate committee urges feds to develop open banking framework
A report called for a registry of third-party providers and an innovation sandbox
- By: Staff
- June 21, 2019 June 21, 2019
- 12:34
Survey finds millennial dissatisfaction with self-directed investment firms
More than one-quarter of the young cohort are thinking about changing firms, J.D. Power says
- By: Staff
- June 19, 2019 June 19, 2019
- 11:42
Do you really know how to express empathy to clients?
Connect with clients more effectively with these tips from STEP Canada
- By: Michelle Schriver
- June 11, 2019 June 11, 2019
- 15:00
Preparing a family business for sale
Years of organization can precede a sale process—and it’s worth the effort
- By: Mark Groulx
- June 11, 2019 June 10, 2019
- 15:00
What makes a good advisor website?
Tips for establishing an online presence
- By: Gil Martinez
- May 24, 2019 June 11, 2019
- 09:00
Why risk assessments should be at the centre of client relationships
A look at how tech and behavioural science are changing KYC
- By: Mark Burgess
- May 24, 2019 June 11, 2019
- 09:00
Rethink your value proposition
Be clear about what you stand for, so clients won’t fall for what you don’t
- By: Michelle Schriver
- May 24, 2019 June 11, 2019
- 09:00
How do you ensure clients don’t check out during a conversation?
Advisors weigh in
- By: Sharon Ho
- May 24, 2019 June 11, 2019
- 09:00
Why millennials are more inclined to use robos
A poll shows younger clients have less trust in advisors
- By: Staff
- March 1, 2019 March 1, 2019
- 11:34
When tech tools are too good, clients may suffer
There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans
- By: Mark Burgess
- February 25, 2019 March 26, 2019
- 00:00
Majority of investors value working with human advisors: survey
Millennials place greater trust in robo-advisors, compared with older investors
- By: Staff
- February 21, 2019 February 21, 2019
- 10:15
Advisor rating site to offer marketing platform
The new site's ratings are based on performance, fees, contact and serving clients' best interests
- By: Greg Dalgetty
- May 8, 2019 May 8, 2019
- 10:30
Canadians want a lifetime income. Why aren’t advisors talking about it?
Many clients see the omission as a reason to change advisors
- By: Michelle Schriver
- April 26, 2019 July 22, 2019
- 14:53
Managing multiple goals when selling a family business
A case study of a complex process
- By: Mark Groulx
- April 5, 2019 April 5, 2019
- 13:27
Get your CE credits before year’s end
The IIROC cycle ends Dec. 31, 2017
- By: Staff
- December 15, 2017 March 19, 2019
- 00:00
CE course: Personal tax season — Are you ready?
Take this CE Course, which consists of a slide presentation and accompanying audio.
- By: Michelle Connolly
- March 17, 2017 April 18, 2019
- 00:00
CE Course: 34 ways to be a better advisor
The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.
- By: Anne Manson and Doug Towill
- November 10, 2016 March 19, 2019
- 10:00